What happens when I update a sequence?

How sequence updates affect prospects

When you update a sequence, the changes automatically apply to active prospects in that sequence, with these exceptions:

1. Completed Steps: Changes to a step won’t affect prospects who have already completed that step.
2. Completed/Canceled Sequences: Updates won’t affect prospects whose sequences are marked as completed or canceled.

What gets updated

• Sequence timing - i.e. the delay between steps
• Email content (body, subject, links)
• LinkedIn messages and connection requests
• Automated video content
• Custom step information
• Wait times for connection requests

[!NOTE] Changes only affect steps that have not been completed yet. Prospects do not receive duplicate messages, and their progress is not disrupted.

Automated video updates

If you update or add automated videos in a sequence:

• New videos will be added to pending steps
• Updated videos will replace existing ones that haven’t been completed
• Removed videos will be cleared from pending steps

Best practices

• Make sure to review all changes before updating a sequence
• Consider creating a new sequence for major changes if you want to preserve the exact flow for existing prospects

Structural changes that do not apply

The following structural changes to a sequence do not affect prospects already in the sequence:

1. New steps: Adding new steps to a sequence does not add them to existing prospects.
2. Removed steps: Removing steps from a sequence does not remove them from existing prospects.
3. Flow changes: Changes to the sequence flow, such as reordering steps, do not affect existing prospects.

These limitations keep the original sequence structure for prospects already in the sequence. If you need to make significant structural changes, consider creating a new sequence instead.